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← Every frontier model is profitable on its own; the company loses money…

17 connected korrents · 15 moments from 18 Mar 2024 to 21 Oct 2026.

Everything filed under LLMs LLMs Everything filed under scaling laws scaling laws Everything filed under AI writing AI writing Everything filed under OpenAI OpenAI Everything filed under investing investing Everything filed under innovation innovation Everything filed under physics physics Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Every frontier model is profitable on its own; the company loses money only because it is already training one ten times more expensive. Every frontier model is profitable on itsown; the company loses money only becauseit is already training one ten times moreexpensive. Last stated 8 months ago 13 Feb 2026 DA Dario Amodei — holds since 2026-02-13 — tap for who they are Same subject: Frontier models must be cheap enough for anyone to use, because a world in which they are rationed to the wealthiest developers is the wrong world. — tap to centre the map on it Frontier models must be cheap enoughfor anyone to use, because a worldin which they are rationed to thewealthiest developers is the wrongworld. Last stated 3 months ago 29 Jul 2026 AW Alexandr Wang — holds since 2026-07-29 — tap for who they are Same subject: Training a frontier model achieves almost nothing by itself; all the economic and military power comes from deploying it, and deployment is what consumes the compute. — tap to centre the map on it Training a frontier model achievesalmost nothing by itself; all theeconomic and military power comesfrom deploying it, and deployment iswhat consumes the compute. Last stated 2 years ago 3 Feb 2025 DP Dylan Patel — holds since 2025-02-03 — tap for who they are Same subject: The frontier-model layer has to consolidate to a few players, because only a tax collected from everyone building on top pays back pre-training and post-training. — tap to centre the map on it The frontier-model layer has toconsolidate to a few players,because only a tax collected fromeveryone building on top pays backpre-training and post-training. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: The costs of building true frontier models are now measured in billions per major model, meaning only huge companies can sustain them. — tap to centre the map on it The costs of building true frontiermodels are now measured in billionsper major model, meaning only hugecompanies can sustain them. Last stated 6 days ago 17 Oct 2026 NL Nathan Lambert — holds since 2026-10-17 — tap for who they are Same subject: An applied AI company should not train its own foundation model, because a foundation model is the fastest deteriorating asset there is. — tap to centre the map on it An applied AI company should nottrain its own foundation model,because a foundation model is thefastest deteriorating asset thereis. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a yearbehind the frontier can stay close,because the cost of AI falls morethan tenfold every year. Last stated 9 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: A frontier lab should not spend its researchers harvesting results out of today's models; the payoff is in building the next one. — tap to centre the map on it A frontier lab should not spend itsresearchers harvesting results outof today's models; the payoff is inbuilding the next one. Last stated 4 months ago 26 Jun 2026 NB Noam Brown — holds since 2026-06-26 — tap for who they are Same subject: Without good intuition for models, treat 100k tokens on smaller models and 200k on the frontier ones as the line past which the quality of your results is probably already degrading. — tap to centre the map on it Without good intuition for models,treat 100k tokens on smaller modelsand 200k on the frontier ones as theline past which the quality of yourresults is probably alreadydegrading. Last stated 3 months ago 15 Jul 2026 DH Dex Horthy — holds since 2026-07-15 — tap for who they are Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found withGPT-5.6 Sol will cause havoc thisweek. Last stated 2 days ago 21 Oct 2026 PS Peter Steinberger — holds since 2026-10-21 — tap for who they are Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as anonprofit and bolt a for-profit armon later, whatever OpenAI's ownhistory suggests. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phasefor the internet but a momentaryindustry, and an AI people pay foris better because they know theanswers are not influenced byadvertisers. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because itwas one word: naming a researchdirection is what tells a wholefield what to do next. Last stated 11 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should bereported under a stated budget, oras a curve against test-time compute— never as a single number. Last stated 4 months ago 26 Jun 2026 NB Noam Brown — holds since 2026-06-26 — tap for who they are Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of itscompute on research rather than onbuilding the next model, becauseresearch is where the tenfold yearlyefficiency gains come from. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: A CEO who sends out an AI-written strategy memo is modelling that it is fine to outsource thinking and strategy. — tap to centre the map on it A CEO who sends out an AI-writtenstrategy memo is modelling that itis fine to outsource thinking andstrategy. Last stated 4 weeks ago 27 Sept 2026 MG Molly Graham — holds since 2026-09-27 — tap for who they are Same subject: A stream of AI-written papers with any error rate at all becomes insufferable, because finding the error costs more than the paper is worth even at ninety-nine percent. — tap to centre the map on it A stream of AI-written papers withany error rate at all becomesinsufferable, because finding theerror costs more than the paper isworth even at ninety-nine percent. Last stated 4 months ago 30 Jun 2026 GS Grant Sanderson — holds since 2026-06-30 — tap for who they are Same subject: AI can now produce in minutes work that used to take weeks to build. — tap to centre the map on it AI can now produce in minutes workthat used to take weeks to build. Last stated 5 months ago 26 May 2026 CB Carlos Alexandro Becker — holds since 2026-05-26 — tap for who they are
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At the centre Every frontier model is profitable on its own; the company loses money only because it is already training one ten times more expensive. Last stated 13 Feb 2026 · 8 months ago Holds Dario Amodei Read this korrent →